Method Community

Just to confirm, this is only happening on new invoices that are created the same day that the reports are generated correct? Can you advise how you're sorting the Detail1 band on your report? Is it being sorted by LineOrder? If so, change it to sort by RecordID instead and let me know what happens. - Ashur

Hi Nova Developer, What browser are you using, e.g. Chrome, Firefox, IE, Safari? There are no settings that I know of which will disable clickable links on your browser, however, ensure that your pop-up blocker is disabled. Try a different browser as well and if the issue persists it may be due to antivirus/malware software on your ...

Great work!  Glad to have helped, you seem to be getting the hang of the Report Designer, kudos! Let us know if you require futher assistance. - Ashur

We received the below question by email from Patrick: [quote]I need to delete a section in cases I accidentally created as a customized section, how do I do that? Also when editing a case dialogue how can I copy the notes section or email that out to a customer if he/she asks for a copy of work that was done? Thanks[/quote] Hi ...

What are you referring to when you say Invoice Short Description? Is this a custom field? Something like this would be possible, however, you would need to speak with an in-house Consultant or one of our Method Solution Providers as it goes beyond the scope of the forums. Let me know if you would like to speak with one of our Consultants and ...

You can do this by selecting the appropriate field on your report and clicking the little white arrow icon that displays on the top right. Locate the Format String field and click the '...' button; from here you'll be able to select how your data will show or even create your own custom format. My example below ...

Hi Suzanne, You can do this by adding the Balance field as a linked field in your Invoice table, then add that field to your report. This will pull the balance from the Customer table. Is this what you're looking for? - Ashur

Thanks for the help Mark! Mike - As Mark stated, currently there is no way to schedule automatic tasks in Method without utilizing the API, however, this may be possible when the new version is released. Check out this forum post which discusses the same topic. Hope this helps! - Ashur

Hi Martin, Please email me your Method Company Account name along with your contact number so I can reach out to you. - Ashur

Hi andy, Yes you can use an SQL override to accomplish what you're looking for however the grid search/filter functionality may not work correctly. If you don't mind me asking, why are you looking to show the Customer tag list? The reason I ask is because you can achieve the same result by applying the appropriate tags to the main ...